SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,364,391 | +4.6% | 63,839 | +2.4% | 0.00% | 0.0% |
| Q4 2022 | $5,127,109 | -52.7% | 62,366 | -56.4% | 0.00% | -66.7% |
| Q3 2022 | $10,832,000 | -3.9% | 143,113 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $11,267,000 | -9.7% | 140,696 | +5.6% | 0.00% | 0.0% |
| Q1 2022 | $12,473,000 | +113.9% | 133,244 | +127.2% | 0.00% | +200.0% |
| Q4 2021 | $5,831,000 | +4.9% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,557,000 | -3.1% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,733,000 | +4.0% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,512,000 | +480.2% | 58,654 | +391.3% | 0.00% | – |
| Q4 2020 | $950,000 | -57.7% | 11,939 | -67.6% | 0.00% | -100.0% |
| Q3 2020 | $2,246,000 | +55.3% | 36,891 | +50.6% | 0.00% | – |
| Q2 2020 | $1,446,000 | +22.1% | 24,493 | +0.2% | 0.00% | – |
| Q1 2020 | $1,184,000 | -81.8% | 24,439 | -71.7% | 0.00% | -100.0% |
| Q3 2018 | $6,517,000 | +4.8% | 86,352 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $6,218,000 | +396.6% | 86,006 | +729.9% | 0.00% | – |
| Q4 2016 | $1,252,000 | – | 10,363 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |